Paper & Printing Materials! Eh?! But its true Paper & Printing Materials grew 213% YoY and 84% QoQ, only two companies are TCP and UTP are listed within the sector and off the top of my head I have no idea how this came to be. The worst performing sectors were anything commodity related (Energy, […]
Read More →Need ideas for investments? Look no further than these names here, I’ve looked at MACO and QLT in the past and found them to both be well run companies but for liquidity reasons neither were investable unfortunately. SST well…leveraging up ones balance sheet to buy Au Bon Pain and Dunkin Donuts…not sure. As for WORK, […]
Read More →Its positive to see the SET relaxing its draconian listing requirements. The number of IPO’s in Thailand have been very low for the past few years with half (3) of the listings this year being property funds. Hopefully this relaxation in holding co’s will expand the number of new choices here in Thailand. Kannikar Chalitaporn, president […]
Read More →Master Ad Plc (MACO) was established in 1988 with registered capital of 600,000 baht by Noppadon Tansalarak, who still serves as CEO today. The company began by providing advertising services through stationary billboards and has since expanded into many other forms of out-of-home (OOH) media and entertainment services. Mr Noppadon discusses the company’s strategy and […]
Read More →We’ve liked the change in management in KTC at the end of last year from a CEO who enjoyed using company funds and marketing girls for his own amusement to K. Rathian, who is well-known for being strict with spending and strong on ethics within the industry. To us the investment thesis is fairly straightfwd: […]
Read More →World news has thankfully been quiet for the past few weeks b/c of the olympics and European politicians on their summer holidays. Sector wise, financials were hit on the back on short term profit taking while the industrials sector (mainly are export manufacturers) had a stellar week on the back of strong earnings announced during […]
Read More →Notable Transactions: Buy(s): BLAND – The President accumulated an additional Bt. 50 mn worth of shares last week, we’re not expecting the stock price to fall any time soon. Sell(s): Nothing to report here
Read More →Its been a quiet week in terms of economic news and events, which is perhaps why markets have just been in a lull globally without major movements either way. Positives: Thai government keeps VAT at 7% for another 2 years The transportation ministry will submit the Motorway project valued at Bt 114 bn to the […]
Read More →The SET organises opportunity days which are sessions where public companies ranging across all sectors and market cap sizes provide an update on their business outlook and discussion of their latest financial results. I highly suggest anyone in Thailand to simply go, sit down and listen to each company, its something I like to do […]
Read More →This long weekend I’m fairly certain every analyst covering Thai equities will have to update their models and what not, I know my team and I certainly are. A flurry of earnings were released today and the last day for earnings announcements are next Wednesday 15th August. I’ve noticed some basic trends thus far but don’t quote me on it […]
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